Tristan Latchman Email & Phone Number

Boca Raton, Florida, Us

Financial Executive championing growth strategy for this PE-Backed Electronic Health Records (SaaS) Company with 2,000+ B2B customers - including 100+ enterprise-level customers. Partner with the C-Suite and private equity firm, Warburg Pincus, to drive growth [Warburg Pincus is a leading global investment manager with $83B in assets under management (AUM) recognized as a Top Private Equity Innovator in 2023]. Also lead a team of 3 direct reports (including Manager of FP&A).• Co-Championed strong revenue growth during tenure and increased book of business exponentially.• Led financial modeling and integration for 5 Mergers & Acquisitions of software companies (Klara, Exscribe, Traknet, ICS, and Xtract Solutions) projected to add millions in additional revenue in next 5 years. • Partnered with CFO, VP of Finance and VP of Treasury on helping to secure millions in credit facilities (debt).• Drive organic growth by partnering with the Chief Revenue Officer, Chief Sales Officer, and Business Development Officer, and work “hand-in-hand” with the Operations team, developing 3 to 5-year forecasts (Improved accuracy from 70% to 90%+).• Built 3 new revenue models within Adaptive Planning system (SaaS, transaction, and payment revenue streams) that has contributed to improving revenue forecasting accuracy by 30%.• Reduced Total Opex expense 4% through various cost savings initiatives.• Support cost savings initiatives such as AWS cost optimization that have helped maintained Subscription margin at industry benchmark despite heavy investments in cloud infrastructure, hosting & client services spend to support rapid growth.• Contributed millions in top-line revenue by developing pricing increase strategies and continually monitor pricing performance to ensure optimal performance.• Lead revenue forecasting and planning cycle that has led to significant Revenue CAGR growth for trailing 3 years.

Boca Raton, Florida, Us

Finance Business Partner to the technical leadership teams, driving profitability, operational scale, and efficiency of cost of goods sold (COGS) for the company’s subscription-based product lines. Worked with Business Partners to create complex financial models to maximize ROI. Lead contributor over the last 5 years in helping department owners maintain their expense budgets which has contributed to positive adjusted EBITDA for the last 5 years.• Added $3M to top-line revenue by improving reporting of Salesforce deals transferring to the Zora (billing) system.• Led strategic financial planning and business case modeling for the company’s cloud infrastructure.• Developed dashboards and led budget follow-up discussions to define strategy, track KPIs, & explain variances.• Significantly overhauled financial packages to provider deeper insight while incorporating SaaS metrics.

Boca Raton, Florida, Us

Managed multiple vertical P&Ls with product general managers to ensure maximum profitability and cost efficiency. Supervised several functional areas of spend, such as Client Services & R&D to improve efficiencies of spend.• Improved accuracy of reporting in the Salesforce CPQ quoting tool and run reports every month to improve deal reporting.• Built a whole new financial model in Adaptive that is still being used today to reclassify expenses from COGS to OPEX to accurately reflect gross margins. Gross margin improvements of 7% over the last 5 years.• Lead several important areas of the budget process, such as resource planning, discretionary spend & overhead expenses.

Boca Raton, Florida, Us

• Established new process and standard operating procedures for sales bookings and churn reporting which has reduced manual efforts by 50% and improved accuracy of reporting by 25%.• Drove continuous improvement of financial reporting, budgeting, and modeling processes, enhanced the SaaS bookings & churn by reducing manual tasks, and identified ways to improve profitability.

Abbott Park, Illinois, Us

Led analysis for the Abbott Informatics Segment (lab information management systems segment) comprising P&Ls in 9 countries spanning the US, LATAM, Canada, Europe, APAC (Abbott Informatics had 1,000+ B2B customers in 60 countries at the time).• Co-Led turnaround of a global region which was underperforming in sales by building financial infrastructure (financial models for all the companies’ P&Ls, managing FX (exchange risk) for 9 countries, and managing headcount costs/expenses.• Transformed sales forecasting process by developing financial models and automating 30% of manual tasks.• Partnered with the VP of Finance, VP of Sales, and General Manager to compile a strategy to increase sales and sales productivity by 20% by restructuring team into smaller, efficient segments.• Helped improve margins by 2%+ in 2017-2018 by supporting professional services to ensure peak utilization (above 80%).• Contributed $3-5M in costs savings by analyzing financial reports for multiple countries for improvement to operations.

Austin, Texas, Us

Drove success of a ~$400M rolling sales pipeline for this global provider of application security, (data security, encryption, and access/identity management, and cyber security solutions) with $100M in revenues and enterprise partnerships with partnerships include Apple, Microsoft and more. Engaged with sales leaders to capitalize on revenue opportunities. Met with sales executives on weekly basis to ensure accuracy of the sales forecast. Maintained financial models for the P&L (Balance Sheet and Cash Flow) and submitted accurate management reporting to Corporate, including explanation of variances (budgets vs. actuals).• Provided financial data to support the $400M acquisition of Vormetric and led post-acquisition integration into Thales.• Achieved ~$3M of cost savings between 2015-2016 by working with the key department owners and reducing discretionary spend that impacted their expense targets.• Created R&D project budget plan of 7 different products that helped reduce R&D costs by $5M.• Automated financial model for $2B company P&L, saving time by 60%, and improving forecast accuracy by 10%.

Munich, De

Forecasted sales, revenue, and margins and operating costs for sales and services for this $2B revenue communications platform provider with integration into other leading software vendors such as VMware, SAP, CITRIX, Microsoft, Salesforce (1.5 million enterprise customers in virtually every industry sector). Performed variance & trend analysis, cost management, and assisted with external audits. Also planned capital expenditures and analyzed headcount data, performance, and trends to maximize profit. • Supported financial aspects of the joint venture between Siemens AG and investment firm, “The Gores Group,” which owned 51 percent of the company.• Developed & implemented methods to ensure accuracy & streamlining of internal processes & reporting in SAP and Excel.• Acted as liaison & partner with global cost teams & controlling counterparts to exchange information and provide reports.• Reviewed & processed all necessary costs and accruals within cost centers to validate gross profit & EBITDA.

New York, Ny, Us

Senior Analyst for nearly $50 trillion in managing assets for clients, including management of $100 million+ of assets in various reputable portfolios such as Blackrock, Fidelity, and Franklin Templeton.

Mba, Business Administration

Bs, Business Management, Finance